Events

A comprehensive directory of upcoming events and conferences for financial advisors, planners and wealth managers.

Upcoming Events

March 2019

SIFMA’s C&L Annual Seminar is the premier event for compliance and legal professionals working in the financial services industry. This seminar provides a unique opportunity for industry leaders and regulators to gather for three days of information sharing, networking and collaboration. With noted keynote speakers and 60+ in-depth breakout sessions, participants will earn CLE credit while discussing the latest industry developments and collaborating on best practices. First-time attendee? The first 50 first-time attendees to SIFMA’s C&L Annual Seminar receive 50%…

May 2019

Join us for this industry-acclaimed conference packed with the latest on investments and wealth management. With sessions led by national thought leaders and six key tracks for learning, earn up to 24 live and online Institute continuing education (CE) hours. LEARN MORE

One needs only to speak with past attendees for a few moments to recognize that they view FPA Retreat as a genuinely unique experience in the world of professional events. The secret, they say, is deeper than the session content or the location, and lies in its spirit. LEARN MORE

Digital Wealth is the only forum bringing together wealth and asset managers to discuss digital transformation and emerging technologies that help better serve your high net worth clients. Learn from the most innovative asset and wealth management firms around how they’re tackling on digital transformation. With in depth presentations, interactive sessions, and tons of networking, you’ll not only learn from digital innovators but make valuable new connections along the way. Learn more

Announcing Advisor Conference 2019 This year’s conference is being held at the beautiful Wellspire Center in Nashville, Tennessee on May 16th and 17th. Every year, our conference agenda is composed of some of our brightest minds and biggest producers. Every year we bring them together so they can share their most cutting-edge campaigns, strategies, and best practices. This year’s agenda will be designed to help you modernize, grow, and thrive in the 2020’s With topics spanning targeting, digital marketing, synergistic…